AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 213 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,838,853 | -1.1% | 131,266 | -1.9% | 2.89% | -4.0% |
Q1 2024 | $11,970,194 | +11.7% | 133,745 | +1.7% | 3.01% | +7.1% |
Q4 2023 | $10,720,219 | +15.0% | 131,456 | +3.3% | 2.81% | +3.1% |
Q3 2023 | $9,322,116 | -5.7% | 127,247 | -3.2% | 2.72% | -8.5% |
Q2 2023 | $9,888,146 | +5.3% | 131,509 | -0.8% | 2.98% | -4.5% |
Q1 2023 | $9,393,488 | +10.7% | 132,527 | +6.3% | 3.12% | +2.7% |
Q4 2022 | $8,481,969 | +14.5% | 124,717 | +5.0% | 3.04% | +6.0% |
Q3 2022 | $7,409,000 | -7.7% | 118,827 | -3.8% | 2.86% | -4.6% |
Q2 2022 | $8,031,000 | +51.4% | 123,480 | +79.5% | 3.00% | +73.6% |
Q1 2022 | $5,304,000 | – | 68,799 | – | 1.73% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BCR Wealth Strategies, LLC | 632,373 | $39,428,000 | 40.44% |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 884,914 | $55,174,000 | 29.01% |
Waypoint Wealth Partners Inc. | 636,739 | $39,701,000 | 16.74% |
Silicon Hills Wealth Management, LLC | 263,771 | $16,446,000 | 13.06% |
Great Point Wealth Advisors, LLC | 487,563 | $30,400,000 | 11.34% |
Quantum Financial Advisors, LLC | 400,730 | $24,986,000 | 11.08% |
AWM CAPITAL, LLC | 457,905 | $32,374,000 | 10.93% |
WMG Financial Advisors, LLC | 183,307 | $11,426,000 | 10.29% |
WIPFLI FINANCIAL ADVISORS LLC, | 2,256,772 | $140,710,000 | 9.89% |
Henrickson Nauta Wealth Advisors, Inc. | 163,483 | $10,193,000 | 9.72% |